See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,519 | $70,756-90.8% | $65,493-90.0% | $142,382-95.4% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 17.74% | 1754.89%-1737.1pp | 982.45%-964.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $588 | $4,637-87.3% | $3,961-85.2% | $6,507-91.0% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |